Every interaction, one timeline

In short

• Write internal notes that only your team sees
• An automatic activity log tracks changes, sent emails and order events
• See which team member made each change, and when
• Customers on Meal Service get a full order history
• Look up earlier interactions without leaving the customer record

Notes your team sees right away

You write internal notes directly in the customer record. Your team sees them the moment they open the customer. No more searching through email threads or other channels.

The journal fills itself in

The activity journal works automatically. It records when you created the customer, updated payment terms, sent a quote or confirmed an order. You see who did what, and when.

With meal service

For customers on Meal Service, the journal tab shows every meal order and change. Your customer service team answers questions without having to ask anyone else what happened.